Nathaniel Simons

Net buying

Meritage Group LP — managed by Nathaniel Simons; US equity positions disclosed quarterly via SEC 13F

Data as of 2026-03-31 (filed 2026-05-14) · Source: SEC EDGAR

Portfolio value$2.65B (−18%)

Holdings13 (+3)

Top holdingMicrosoft Corp

Below band0

New

Added

Exited

SEC 13F · latest filing

Holdings

Security	Value	Valuation	Holders	Shares	Weight	Signal
Microsoft CorpMSFT	$470.3M	—	45	1,270,530	17.7%	Big new
Amazon Com IncAMZN	$386.3M	—	39	1,855,005	14.6%	Big new
TransunionTRU	$251.4M	—	5	3,632,870	9.5%	Core 8q
Capital One Finl CorpCOF	$239.5M	—	18	1,313,033	9.0%	Core 6q
Aon PlcAON	$219.5M	—	14	680,169	8.3%	Big new
Msci IncMSCI	$218.9M	—	6	406,084	8.3%	—
S&P Global IncSPGI	$214.5M	—	15	504,410	8.1%	Big new
Workday IncWDAY	$210.9M	—	5	1,623,022	8.0%	Adding 3q
Procore Technologies IncPCOR	$152.7M	—	4	2,678,410	5.8%	Big new
Costar Group IncCSGP	$134.3M	—	8	3,329,006	5.1%	Big new
Toast IncTOST	$90.4M	—	4	3,410,223	3.4%	Big new
State Str Spdr S&P 500 Etf TSPY	$33.5M	—	10	51,554	1.3%	—
Equifax IncEFX	$27.8M	—	9	154,308	1.0%	—

Microsoft CorpMSFTBig new
Value$470.3MValuation—Holders45Weight17.7%
Amazon Com IncAMZNBig new
Value$386.3MValuation—Holders39Weight14.6%
TransunionTRUCore 8q
Value$251.4MValuation—Holders5Weight9.5%
Capital One Finl CorpCOFCore 6q
Value$239.5MValuation—Holders18Weight9.0%
Aon PlcAONBig new
Value$219.5MValuation—Holders14Weight8.3%
Msci IncMSCI—
Value$218.9MValuation—Holders6Weight8.3%
S&P Global IncSPGIBig new
Value$214.5MValuation—Holders15Weight8.1%
Workday IncWDAYAdding 3q
Value$210.9MValuation—Holders5Weight8.0%
Procore Technologies IncPCORBig new
Value$152.7MValuation—Holders4Weight5.8%
Costar Group IncCSGPBig new
Value$134.3MValuation—Holders8Weight5.1%
Toast IncTOSTBig new
Value$90.4MValuation—Holders4Weight3.4%
State Str Spdr S&P 500 Etf TSPY—
Value$33.5MValuation—Holders10Weight1.3%
Equifax IncEFX—
Value$27.8MValuation—Holders9Weight1.0%

Exited this quarter (2)Restaurant Brands Intl Inc、Somnigroup International Inc

What is a superinvestor

About this investor

Portfolio overview

Meritage Group LP's most recent 13F filing, for the quarter ended 2026-03-31, reports 13 positions worth $2.65B. The top 5 holdings represent 59% of that value, a moderately concentrated portfolio.

The single largest position is Microsoft Corp at 17.7% of the portfolio, followed by Amazon Com Inc at 14.6% and Transunion at 9.5%.

Against the prior quarter, Nathaniel Simons opened 5 new positions, exited 2, added to 4, and trimmed 4. The largest new buy was Aon Plc. The most notable sale was the full exit from Restaurant Brands Intl Inc.

Across all 8 quarters on file, Amazon Com Inc has appeared in every filing, as has Transunion. Amazon Com Inc currently ranks second by value.

A 13F is filed roughly 45 days after quarter-end and covers only long positions in US-listed equities, so it is a lagging and partial view of the portfolio. Source: SEC EDGAR.

Nathaniel Simons has no positions in the strike zone right now. Browse the whole market by value band

Sources· SEC EDGAR 13F as of 2026-03-31 · filed 2026-05-14

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